Return rejected due to Marketplace Insurance

Forum|Forum|2 months ago
April 10, 2026
1 reply
13 views

A client's return was rejected because of the matching with the marketplace insurance. This client had a portion of the policy allocated to him in 2024 (he's on his dad's policy). For the 2025 return, I listed this same policy in the return with 0% allocated to him based on his dad's 1095-A. He has no other policy in 2025. He does however have his own policy in 2026.

I'm not sure where the mismatch is happening. Any suggestions on how to proceed or what questions to be asking differently. Any insights here?

ProSeries Professional

Best answer by Just-Lisa-Now-

Do you see the 8962 included in the return?

Did you mark the box on the Fed Info worksheet that asks if they can be a dependent of anyone else? I dont think that box lights up as a missing item when you allocate 0% and if its not answered, the 8962 doesnt get included which would create a rejection.

Just-Lisa-Now-

Intuit Community Champion

You entered the 2025 1095A figures on his 2025 return and allocated 0% and its still rejecting?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

Mel7777Author

Level 4

Yes, I have entered the policy he's listed on with a 0% allocation and it is still rejecting

Just-Lisa-Now-

Answer

Intuit Community Champion

Do you see the 8962 included in the return?

Did you mark the box on the Fed Info worksheet that asks if they can be a dependent of anyone else? I dont think that box lights up as a missing item when you allocate 0% and if its not answered, the 8962 doesnt get included which would create a rejection.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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